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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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Back Dated Performance Reports
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Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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Client's Responsibilities
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
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iShares Core U.S. Aggregate Bond ETF
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Updated: 8:00 PM EDT, May 22, 2026
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Total Return Forecasts: Major Asset Classes - Tuesday, March 4
↗
March 04, 2025
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Total Return Forecasts: Major Asset Classes - Tuesday, Feb. 4
↗
February 04, 2025
The long-run expected return for the Global Market Index (GMI) remained above 7% for a third straight month in January, ticking higher vs. December’s estimate.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Total Return Forecasts: Major Asset Classes - Friday, Jan. 3
↗
January 03, 2025
The expected return over the long run for the Global Market Index held steady in December vs. the previous month.
Via
Talk Markets
Topics
Bonds
Portfolio Rebalancing And Valuations - Two Risks We Are Watching
↗
December 10, 2024
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.
Via
Talk Markets
Topics
ETFs
2025 – Do Economic Indicators Support Bullish Outlooks?
↗
December 08, 2024
With markets rising steadily all year, it is unsurprising to witness investors lulled into an elevated sense of complacency.
Via
Talk Markets
Topics
Cryptocurrencies
ETFs
Economy
Total Return Forecasts: Major Asset Classes - Tuesday, Dec. 3
↗
December 03, 2024
The long-term performance forecast for the Global Market Index (GMI) continued to increase in November, marking a full reversal of the recent slide in ex ante data.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Market Still Poised To Move Higher
↗
October 11, 2024
Both inflation gauges released this week were cool and that should help a breakout to the upside.
Via
Talk Markets
Topics
Economy
10 Ways ETFs Are Reshaping US Markets As They Near $15 Trillion
↗
November 21, 2024
ETF growth is reshaping finance, assets nearing $15 trillion. JPMorgan analysis delves into investor behavior, market risks. Top 10 takeaways.
Via
Benzinga
Topics
ETFs
Bond ETFs Slide As Fed Cuts Clash With Trump's Fiscal Agenda
↗
November 11, 2024
U.S. bond market faces volatility as Trump's policies could push yields up. Fed's rate cuts may not ease borrowing costs.
Via
Benzinga
Topics
Bonds
ETFs
Economy
Total Return Forecasts: Major Asset Classes - Monday, Nov. 4
↗
November 04, 2024
The long-run performance outlook for the Global Market Index ticked higher in October.
Via
Talk Markets
Why I'm Loading Up on These 3 High-Dividend ETFs for Passive Income
↗
October 27, 2024
These ETFs provide different types of income.
Via
The Motley Fool
Topics
ETFs
Will The Election Bring A Stock Market Correction?
↗
October 26, 2024
In this week's video, we'll review the latest charts and data to help us answer the question - will the election bring a sharp correction in stocks?
Via
Talk Markets
US ETFs Attract $75 Billion In August, Push 2024 Inflows Over $600 Billion: 7 Investor Favorite Funds
↗
September 03, 2024
ETF inflows in August 2024 reached $75 billion, a 5x increase from last year. Year-to-date total has surpassed $600 billion, on track to challenge all-time record. Passive ETFs dominate with $8.7...
Via
Benzinga
Topics
ETFs
These 3 Index ETFs Are a Retiree's Best Friend
↗
August 17, 2024
When purchased in tandem, these three investments offer everything needed in a retirement portfolio.
Via
The Motley Fool
Topics
ETFs
Retirement
Are Stocks Rolling Over In A Risk-Off Manner?
↗
July 20, 2024
In this week's video, we'll review the latest charts to help us answer the question - are we looking at a bare Market, a correction, a pullback healthy rotation, or higher highs on the way?
Via
Talk Markets
These 3 Index ETFs Are a Retiree's Best Friend
↗
July 16, 2024
Learn how to optimize your retirement portfolio with these top ETF choices designed for steady returns and peace of mind.
Via
The Motley Fool
Topics
ETFs
Retirement
Are Charts Pointing To The End Of The Bull Market?
↗
July 13, 2024
In this week's video, we'll review the latest charts, data, and model scores to help us answer the question: Are the charts pointing to the end of the bull market?
Via
Talk Markets
Ultra-Short Obligation Funds See Largest Weekly Inflow Since 2021, Attracting $1.5 Billion
↗
July 12, 2024
This past week, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the ninth week in 11, adding a net $39.9 billion.
Via
Talk Markets
Total Return Forecasts: Major Asset Classes
↗
July 02, 2024
The return forecast for the Global Market Index held steady in June after ticking higher for four straight months.
Via
Talk Markets
Bond Traders Expect Much Deeper Interest Rate Cuts Than Projected
↗
June 26, 2024
U.S. bond traders predict higher interest-rate cuts by Fed in response to economic data and remarks by officials, but unlikely unless a recession occurs.
Via
Benzinga
Topics
Bonds
Economy
Market's Higher Neutral Rate Expectations May Challenge Bond ETFs
↗
June 24, 2024
Bond ETFs flat pre-market as neutral rate expected to remain high. Higher rate may limit Fed's rate-cutting ability, impacting bond performance.
Via
Benzinga
Topics
Bonds
ETFs
Economy
Money Market Funds Add $29.2 Billion During First Week Of June
↗
June 13, 2024
Investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the sixth week in seven, adding a net $39.4 billion—the largest weekly inflow in nine weeks.
Via
Talk Markets
Bond ETFs Unfazed By Fed Decision To Keep Rates Steady
↗
June 13, 2024
The bond market stayed stable after Fed kept interest rates unchanged. ETFs were flat. Fed aims to lower 3.4% inflation to 2%, may cut rates once confident. Bond ETFs rose slightly. Fed will continue...
Via
Benzinga
Topics
Bonds
ETFs
Economy
Total Return Forecasts: Major Asset Classes
↗
June 04, 2024
The performance outlook for the Global Market Index ticked higher again in May.
Via
Talk Markets
Pressure Mounts On Fed As Eurozone, Canada Plan Interest Rate Cuts This Week
↗
June 03, 2024
In a Monday interview, Minneapolis Fed President Neel Kashkari advocated for maintaining the current Fed rate in the U.S. for a longer period.
Via
Benzinga
Topics
Economy
Are Cracks Starting To Appear As Stocks Fly Into The Holiday Weekend?
↗
May 25, 2024
In this week's video, we'll review the latest charts and data to help us answer the question: Are cracks appearing as stocks fly into the holiday weekend?
Via
Talk Markets
Fixed Income ETFs Record Largest Inflow In Over Five Years, Adding $9.4 Billion
↗
May 14, 2024
During the fund-flows week, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third straight week, adding a net $36.4 billion.
Via
Talk Markets
Topics
ETFs
7 iShares ETFs That Could Help You Retire a Millionaire
↗
April 25, 2024
Several of these ETFs will quickly have you invested in the "Magnificent Seven" stocks, and each of the funds sports solid performances and low fees.
Via
The Motley Fool
Topics
ETFs
Are The Bears Back In Business?
↗
April 20, 2024
In this week's video, we'll review the latest charts and data to help us answer the question are the Bears back in business.
Via
Talk Markets
Money Markets Report Weekly Outflow of $118.5 Billion, Third Largest On Record
↗
April 19, 2024
Via
Talk Markets
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